Greenleaf Trust’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Greenleaf Trust’s Portfolio DGS Stock Details DGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$254K	Buy	+4,028	New	+$255K	﹤0.01%	711
2018 Q4	–	Sell	-35	Closed	-$1K	–	504
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	531
2018 Q2	$2K	Hold	35	–	–	﹤0.01%	513
2018 Q1	$2K	Hold	35	–	–	﹤0.01%	530
2017 Q4	$2K	Hold	35	–	–	﹤0.01%	681
2017 Q3	$2K	Hold	35	–	–	﹤0.01%	694
2017 Q2	$2K	Hold	35	–	–	﹤0.01%	372
2017 Q1	$1K	Hold	35	–	–	﹤0.01%	321
2016 Q4	$1K	Hold	35	–	–	﹤0.01%	243
2016 Q3	$1K	Hold	35	–	–	﹤0.01%	209
2016 Q2	$1K	Hold	35	–	–	﹤0.01%	172
2016 Q1	$1K	Hold	35	–	–	﹤0.01%	162
2015 Q4	$1K	Hold	35	–	–	﹤0.01%	166
2015 Q3	$1K	Hold	35	–	–	﹤0.01%	180
2015 Q2	$2K	Sell	35 -5,283	-99%	-$241K	﹤0.01%	159
2015 Q1	$235K	Sell	5,318 -385,837	-99%	-$16.9M	0.01%	139
2014 Q4	$16.9M	Sell	391,155 -120,636	-24%	-$5.37M	0.49%	21
2014 Q3	$23.7M	Sell	511,791 -11,218	-2%	-$547K	0.78%	5
2014 Q2	$25.1M	Sell	523,009 -11,397	-2%	-$541K	0.8%	3
2014 Q1	$24.9M	Buy	534,406 +48,182	+10%	+$2.16M	0.8%	3
2013 Q4	$22.4M	Buy	486,224 +1,474	+0.3%	+$69.7K	0.77%	5
2013 Q3	$22.6M	Buy	484,750 +62,669	+15%	+$2.9M	0.85%	4
2013 Q2	$19.4M	Buy	+422,081	New	+$21.4M	0.76%	3

Other funds holding DGS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

Greenleaf Trust's DGS Position: Q3 2026 in Review

Greenleaf Trust opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2026: 4,028 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in DGS as recently as Q3 2018.

Greenleaf Trust first reported a position in DGS in Q2 2013 and has held it in 23 quarters since. The position peaked at $25.1M in Q2 2014. 116 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

Greenleaf Trust held 4,028 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $254K as of Q3 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund was a new Greenleaf Trust position in Q3 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Greenleaf Trust's portfolio in Q3 2026, its #711 holding.
Greenleaf Trust first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and has held it in 23 quarters since.
Greenleaf Trust's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $25.1M in Q2 2014.
116 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Greenleaf Trust's 13F filing for Q3 2026, filed 29 Oct 2026.